Competing technologies

Most people when they think about ePaper displays immediate think about E Ink. E Ink Holdings (EIH) has been indeed very successful in bringing its electrophoretic displays to the market, but the company is not alone - there are other display technologies and many companies that develop ePaper displays - including MIP LCDs, competing electrophoretic displays and Electrochromic displays.

Expanding Need for Simple Electronic Display Functionality

Rapid advances in the miniaturization and reduction of costs in computing, electronic sensing, and communications have allowed the integration of “smart” electronic functionality into almost everything. ”Intelligence” is now embedded into a wide range of everyday objects, and spread throughout our working and living environments. Much of this intelligence, data collection and transfer is hidden from the human senses, requiring little or no human involvement. But as the number of human daily touch points and interactions with smart devices grows, so too does the importance of user experience design and the role of displays.

Reuters reports that Samsung Display has decided to stop all LCD production by the end of 2020. The company will continue to support it current customers without any issues.

SDC has two LCD production lines in Korea. One of these will be converted to next-generation QD-OLED TV panels (in a $10.8 billion investment announced in October 2019). According to Reuters, the second line will also be converted to QD-OLED in the future. SDC did not yet decide what will it do with its two LCD production lines in China.

Apple's latest flagship iPhone displays all use OLED screens, and Apple is charging a hefty fee for a screen replacement - $280 if you do not have AppleCare. Another option is to buy the OLED screen from a vendor - at a lower cost, and perform the replacement yourself.

One such vendor is iFixit - and the screens still cost around $185 for the iPhone Xs and $155 for the iPhone X. iFixit is now offering a lower cost alternative - replace the OLED with an LCD display, which costs around $100 less than the fancier OLED option.

LG Display says that it aims to ship over 6 million OLED TV panels in 2020 - that's double what it shipped in 2019. The company also says that it expects its Guangzhou fab starts mass producing panels in Q1 2020, earlier than previous estimated.

Previous estimates, by LG and others, were for around 5.5 million panels in 2020, even before the Guangzhou fab delays. It's possible that LG aims to ship more panels - but some of these will be smaller in size (the new 48-inch panels the company is starting to produce).

IHS Markit says that smartphone AMOLED shipments reached 146 million in Q3 2019 - a record high, and up from 93 million in the second quarter. LTPS LCD shipments reached 144 million - and this is the first quarter in which AMOLED shipments surpassed LTPS LCD shipments. a-SI LCD is still the leading technology with shipments of 177 million.

Following the increased demand for AMOLED displays, Samsung Display regained its leading position in the market (with a 29% market share), replacing BOE. The third largest suppler is Tianma.

Taiwan-based PMOLED display maker RiTDisplay's CEO says that the company's PMOLED sales has been affected by e-cigarette bans in the US, and the company is now shifting its focus to develop micro LED displays (and also mini-LED ones). RiTDisplay's revenues in 2019 to date, $47.1 million USD, decreased 32.4% compared to last year.

In May 2019 RiTDisplay announced a strategic partnership and share swap with Taiwan-based MicroLED developer PlayNitride. As part of the partnership, RiTDisplay gained access to PlayNitride's technology and is able to produce and sell micro-LED panel based on this technology and IP.